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Livermore
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Truist Financial Corp

TFC
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0000092230

In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,706 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

Other share classesTFC.PITFC.POTFC.PR

13F holders, Q4 2025

Institutional positions in Truist Financial Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,669
+146 vs. Q3 2025
Shares held
962.3M
+18.6M (+2.0%) vs. Q3 2025
Total value
$47.2B
+$4.07B (+9.4%) vs. Q3 2025
New holders
240
605 more added
Sold out
94
624 more reduced

39 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 1,669 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,706 institutions
Value heldQ4 2025: $47.2B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,706$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2025.

Institutions holding TFC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Optima Capital LLC1$490.00%+1New
Leonteq Securities AG2$980.00%00.0%Unchanged
Godfrey Financial Associates, Inc.4$1970.00%+4New
West Branch Capital LLC7$3450.00%00.0%Unchanged
Crewe Advisors LLC7$3450.00%+7New
DHJJ Financial Advisors, Ltd.10$4930.00%00.0%Unchanged
Y.D. More Investments Ltd3,323$5130.00%−923−21.7%Reduced
Davis Capital Management12$5910.00%00.0%Unchanged
Seneschal Advisors, LLC12$5910.00%00.0%Unchanged
Luken Investment Analytics, LLC15$7380.00%+15New
Indiana Trust & Investment Management CO16$7870.00%+16New
Acumen Wealth Advisors, LLC18$8860.00%+18New
Harvest Fund Management Co., Ltd28$1.00K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.20$1.03K0.00%+20New
NorthAvenue LLC21$1.03K0.00%+21New
Litman Gregory Asset Management LLC24$1.18K0.00%+24New
Kings Path Partners LLC25$1.23K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC26$1.28K0.00%00.0%Unchanged
Wealth Watch Advisors, INC27$1.33K0.00%−27−50.0%Reduced
Mascoma Wealth Management LLC28$1.38K0.00%+28New
Winnow Wealth LLC29$1.45K0.00%−12−29.3%Reduced
Ankerstar Wealth, LLC30$1.48K0.00%+30New
TFC Financial Management31$1.53K0.00%00.0%Unchanged
HFM Investment Advisors, LLC31$1.53K0.00%+2+6.9%Added
Financial Management Professionals, Inc.31$1.53K0.00%+31New
1015 Capital Partners, LLC32$1.57K0.00%+32New
Evolution Wealth Management Inc.33$1.62K0.00%00.0%Unchanged
Luminist Capital LLC33$1.62K0.00%+33New
Principia Wealth Advisory, LLC34$1.67K0.00%+5+17.2%Added
First Command Advisory Services, Inc.34$1.67K0.00%+30+750.0%Added
Cornerstone National Bank & Trust Co34$1.67K0.00%+34New
Quaker Wealth Management, LLC36$1.77K0.00%00.0%Unchanged
Delta Accumulation, LLC39$1.92K0.00%00.0%Unchanged
Creative Capital Management Investments LLC39$1.92K0.00%+39New
ZRC Wealth Management, LLC40$1.97K0.00%00.0%Unchanged
WestEnd Advisors, LLC41$2.02K0.00%+12+41.4%Added
Reyes Financial Architecture, Inc.50$2.46K0.00%+50New
Aventus Investment Advisors, Inc.50$2.46K0.00%00.0%Unchanged
RMG Wealth Management LLC50$2.52K0.00%00.0%Unchanged
Navalign, LLC54$2.64K0.00%+54New
Battery Global Advisors, LLC58$2.85K0.00%+58New
Abound Financial, LLC58$2.85K0.00%+58New
Quattro Advisors LLC60$2.95K0.00%+60New
Beaird Harris Wealth Management, LLC63$3.10K0.00%00.0%Unchanged
Lodestone Wealth Management LLC65$3.20K0.00%+65New
Key Capital Management, INC69$3.40K0.00%+69New
Cherry Tree Wealth Management, LLC78$3.84K0.00%00.0%Unchanged
DecisionPoint Financial, LLC81$3.99K0.00%+81New
Clark Wealth Partners82$4.04K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC85$4.18K0.00%00.0%Unchanged
DT Investment Partners, LLC88$4.33K0.00%00.0%Unchanged
Proathlete Wealth Management LLC89$4.38K0.00%−192−68.3%Reduced
Darwin Advisors, LLC96$4.73K0.00%−599−86.2%Reduced
Westend Capital Management, LLC100$4.92K0.00%+100New
Nvest Wealth Strategies, Inc.100$4.92K0.00%+100New
West Financial Advisors, LLC102$5.02K0.00%+102New
Bay Harbor Wealth Management, LLC107$5.26K0.00%+36+50.7%Added
Kayne Anderson Rudnick Investment Management LLC114$5.62K0.00%+6+5.6%Added
Strive Financial Group ,LLC119$5.86K0.00%+119New
First Financial Corp120$5.91K0.00%00.0%Unchanged
Sit Investment Associates Inc125$6.00K0.00%00.0%Unchanged
Legacy Bridge, LLC122$6.00K0.00%+122New
DiNuzzo Private Wealth, Inc.130$6.40K0.00%+37+39.8%Added
SJS Investment Consulting Inc.130$6.42K0.00%+58+80.6%Added
Daytona Street Capital LLC134$6.59K0.01%+134New
Purpose Unlimited Inc.134$6.59K0.00%+134New
IMG Wealth Management, Inc.141$6.94K0.00%+21+17.5%Added
Advocate Investing Services LLC143$7.04K0.01%+143New
MPWM Advisory Solutions, LLC145$7.15K0.00%+121+504.2%Added
NVWM, LLC149$7.36K0.00%+77+106.9%Added
Fortis Group Advisors, LLC150$7.38K0.00%00.0%Unchanged
Kilter Group LLC151$7.43K0.00%−24−13.7%Reduced
Cornerstone Financial Management LLC154$7.58K0.01%+154New
Garton & Associates Financial Advisors LLC155$7.65K0.00%+155New
Key Financial Inc156$7.68K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.147$7.74K0.00%+139+1,737.5%Added
Centennial Bank161$7.92K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC164$8.07K0.00%+105+178.0%Added
Hollencrest Capital Management168$8.27K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC173$8.51K0.00%00.0%Unchanged
Boreal Capital Management LLC176$8.66K0.01%00.0%Unchanged
Clayton Financial Group LLC180$8.86K0.00%+180New
Coston, McIsaac & Partners202$9.00K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.183$9.01K0.00%+70+61.9%Added
Sachetta, LLC183$9.01K0.00%−651−78.1%Reduced
Raffa Wealth Management, LLC185$9.10K0.00%−51−21.6%Reduced
Wolff Wiese Magana LLC195$9.60K0.01%00.0%Unchanged
Rakuten Securities, Inc.196$9.64K0.00%−85−30.2%Reduced
CBIZ Investment Advisory Services, LLC196$9.64K0.00%−53−21.3%Reduced
Webster Bank, N. A.200$9.84K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC210$10.3K0.00%00.0%Unchanged
Cornerstone Planning Group LLC209$10.5K0.00%+201+2,512.5%Added
Strategic Advocates LLC220$10.9K0.00%+111+101.8%Added
Atwood & Palmer Inc225$11.1K0.00%00.0%Unchanged
Osbon Capital Management LLC225$11.1K0.01%+225New
Avion Wealth257$12.0K0.00%+11+4.5%Added
Duncker Streett & Co Inc244$12.0K0.00%00.0%Unchanged
St Germain D J Co Inc248$12.2K0.00%00.0%Unchanged
Ares Financial Consulting, LLC249$12.3K0.01%+249New
Miller Wealth Advisors, LLC250$12.3K0.00%00.0%Unchanged